Civic Intelligence

Heritage Operating LLC

Plan context: Heritage Family Funeral Services 401(K) Plan

EIN 82-4968837 • Blountville, TN • 15 filings • 3 plans

2217 Highway 394 Ste ABlountville, TN 37617-5339
Current Snapshot

Latest Year

2025

2025 Participants

301

2025 Assets

$7,703,495

2025 Contributions

$788,305

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,775,577$3,887,789$0201820212024YearValue
$7,703,495Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3601800201820222025YearValue
301Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251301$0$0-
Heritage Family Funeral Services-301---
20242360$7,703,495$788,305$2,190iApproximate average salary by contribution assumption: employee only about $54,743 at 4% or $36,496 at 6%; with 50% employer match about $36,496 at 4% or $24,330 at 6%; with 100% employer match about $27,372 at 4% or $18,248 at 6%.
Heritage Family Funeral Services 401(K) Plan-360$7,703,495$788,305$2,190iApproximate average salary by contribution assumption: employee only about $54,743 at 4% or $36,496 at 6%; with 50% employer match about $36,496 at 4% or $24,330 at 6%; with 100% employer match about $27,372 at 4% or $18,248 at 6%.
Heritage Family Funeral Services-322---
20232343$7,775,577$985,004$2,872iApproximate average salary by contribution assumption: employee only about $71,793 at 4% or $47,862 at 6%; with 50% employer match about $47,862 at 4% or $31,908 at 6%; with 100% employer match about $35,897 at 4% or $23,931 at 6%.
Heritage Family Funeral Services 401(K) Plan-343$7,775,577$985,004$2,872iApproximate average salary by contribution assumption: employee only about $71,793 at 4% or $47,862 at 6%; with 50% employer match about $47,862 at 4% or $31,908 at 6%; with 100% employer match about $35,897 at 4% or $23,931 at 6%.
Heritage Family Funeral Services-323---
20222325$6,523,784$1,230,807$3,787iApproximate average salary by contribution assumption: employee only about $94,677 at 4% or $63,118 at 6%; with 50% employer match about $63,118 at 4% or $42,079 at 6%; with 100% employer match about $47,339 at 4% or $31,559 at 6%.
Heritage Family Funeral Services 401(K) Plan-259$6,523,784$1,230,807$4,752iApproximate average salary by contribution assumption: employee only about $118,804 at 4% or $79,203 at 6%; with 50% employer match about $79,203 at 4% or $52,802 at 6%; with 100% employer match about $59,402 at 4% or $39,601 at 6%.
Heritage Family Funeral Services-325---
20212283$6,939,717$511,056$1,806iApproximate average salary by contribution assumption: employee only about $45,146 at 4% or $30,098 at 6%; with 50% employer match about $30,098 at 4% or $20,065 at 6%; with 100% employer match about $22,573 at 4% or $15,049 at 6%.
Heritage Family Funeral Services 401(K) Plan-204$6,939,717$511,056$2,505iApproximate average salary by contribution assumption: employee only about $62,629 at 4% or $41,753 at 6%; with 50% employer match about $41,753 at 4% or $27,835 at 6%; with 100% employer match about $31,315 at 4% or $20,876 at 6%.
Heritage Family Funeral Services-283---
20202166$6,011,186$393,882$2,373iApproximate average salary by contribution assumption: employee only about $59,320 at 4% or $39,546 at 6%; with 50% employer match about $39,546 at 4% or $26,364 at 6%; with 100% employer match about $29,660 at 4% or $19,773 at 6%.
Heritage Family Funeral Services 401(K) Plan-166$6,011,186$393,882$2,373iApproximate average salary by contribution assumption: employee only about $59,320 at 4% or $39,546 at 6%; with 50% employer match about $39,546 at 4% or $26,364 at 6%; with 100% employer match about $29,660 at 4% or $19,773 at 6%.
Heritage Family Funeral Services-164---
20192176$5,664,989$383,604$2,180iApproximate average salary by contribution assumption: employee only about $54,489 at 4% or $36,326 at 6%; with 50% employer match about $36,326 at 4% or $24,217 at 6%; with 100% employer match about $27,245 at 4% or $18,163 at 6%.
Heritage Family Funeral Services 401(K) Plan-176$5,664,989$383,604$2,180iApproximate average salary by contribution assumption: employee only about $54,489 at 4% or $36,326 at 6%; with 50% employer match about $36,326 at 4% or $24,217 at 6%; with 100% employer match about $27,245 at 4% or $18,163 at 6%.
Heritage Family Funeral Services-100---
20182186$4,730,361$371,886$1,999iApproximate average salary by contribution assumption: employee only about $49,985 at 4% or $33,323 at 6%; with 50% employer match about $33,323 at 4% or $22,215 at 6%; with 100% employer match about $24,992 at 4% or $16,662 at 6%.
Heritage Family Funeral Services 401(K) Plan-186$4,730,361$371,886$1,999iApproximate average salary by contribution assumption: employee only about $49,985 at 4% or $33,323 at 6%; with 50% employer match about $33,323 at 4% or $22,215 at 6%; with 100% employer match about $24,992 at 4% or $16,662 at 6%.
Heritage Family Funeral Services-115---